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Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.
Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.
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Hello, my name is Chris Reddick, Financial Planner and Owner of Chris Reddick Financial Planning, LLC. I specialize in investment management, retirement planning, and financial planning for professionals in corporate, education, and public service careers. I’m a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. If you are looking for a financial planner that holds you accountable for getting results, I am the one for you!
I’m Cynthia Meyer, CFA®, CFP®, ChFC®, a real estate investor and financial planner who founded Real Life Planning to mentor a new generation of real estate dreamers. At Real Life Planning, we speak both real estate and financial planning. Whether you’re adding to your properties, listing your place on Airbnb, getting started as a landlord or looking to buy a home overseas, we’ll help you create a realistic plan for your real life goals.
Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.
Aaron Parrish, CFP® is a Greensboro, NC fee-only financial planner. He helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. He meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients.
North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women and entrepreneurs dream big and embrace the financial freedom we all deserve. Have you ever found yourself feeling risk averse, or not dreaming big enough for yourself? We want to give you permission to dream in a way that fits your life and passions. Let’s focus on what could be, rather than what is.
Mike Kurz, CIMA®, CFP®, CAIA, CPWA®
Chief Executive Officer – Financial Planner
Focused on offering Advanced Financial Planning and Investment Advisory Services for a select group of Client Families. Offering a unique Hemispherical Mapping and Scoring Method of client engagement.
Mike has a love of fun on two wheels. You will find him pedaling a bicycle through the city or on the trail if he is not twisting the throttle on the motocross track.
I offer comprehensive financial life planning to give your money a plan through life’s big transitions. I love to talk about saving for retirement and want to teach you the ropes, whether you are the employee, employer, or both. I encourage you to get started somewhere, anywhere, and grow into the best financial version of yourself!
Chuck Donalies, CFP® provides affordable fee-only financial planning services to anyone in need – not just people with millions of dollars. A personal trainer will get you physically fit; Chuck will get you fiscally fit.
Delivering transparent, scalable and objective investment and financial planning advice to my clients. We apply academic principals to both planning and investment management, creating efficient, sound plans to help our clients live the greatest life they can.
Hello, I’m Dana, the Founder and CEO of Twin Cities Wealth Strategies, Inc. I started Twin Cities Wealth Strategies to give busy, hard-working, professionals, businesses, and families access to an affordable fee-only financial advisor. By working together to create a comprehensive financial plan, I help my clients clarify their specific goals, discuss their unique values, build and implement distinct strategies, and hold them accountable throughout the process.
Daniel M. Yerger, MBA, CFP®, ChFC®, AIF®, CDFA® is the First & Only Fee-Only Financial Planner in Longmont, CO. An Army Veteran and Longmont Local, Daniel specializes in financial planning for business owners, executives, and skilled professionals. MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses attract and retain top talent through executive compensation planning.
This began with a Savings & Loan Association. This organization offered a full range of financial services to its members. As time proceeded, I specialized in the area of investments. I worked in this field for 31 years. And during those years, the S&L was taken over by three different banks. In 2018 I left the last of the banks, US Bank and began to my own firm.
The advisor profiles made available through this find-an-advisor directory (the “Directory”) may be considered to be an endorsement of such advisors as the term “endorsement” is defined in Rule 206(4)-1 of the Investment Advisers Act of 1940 (the “Marketing Rule”). XY Planning Network LLC (“XYPN”) is not a current client of any advisors appearing in the Directory.
The existence and content of an advisor profile is not based on the actual experience of XYPN or any client with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Advisors appearing in the Directory each pay an annual membership fee to XYPN, which is in consideration of a variety of services and benefits provided by XYPN to its advisor members – including the ability to be listed in the Directory. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation.
XYPN encourages prospective clients of advisors listed in the Directory to independently evaluate such advisors based on additional criteria deemed appropriate.